401k Plan data: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN plan

COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN
Plan identification number	001

COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMSOURCE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMSOURCE MANAGEMENT, INC.

Employer identification number (EIN): 520964409

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 LYNN WOOD 2020-04-14 LYNN WOOD 2020-04-14
001 2018-09-01 LYNN WOOD 2020-03-10
001 2017-09-01 LYNN WOOD 2019-03-13
001 2016-09-01 LYNN WOOD 2018-03-15 PETER MECHAK 2018-03-15
001 2016-09-01 PETER MECHAK 2018-03-15 PETER MECHAK 2018-03-15
001 2015-09-01 PETER P. MECHAK 2017-04-17 PETER P. MECHAK 2017-04-17
001 2014-09-01 PETER P. MECHAK 2016-02-29 PETER P. MECHAK 2016-02-29
001 2013-09-01 PETER P. MECHAK 2015-05-26 PETER P. MECHAK 2015-05-26
001 2012-09-01 PETER MECHAK PETER MECHAK 2014-06-11
001 2011-09-01 PETER P MECHAK PETER P MECHAK 2013-04-24
001 2010-09-01 PETER MECHAK PETER MECHAK 2012-03-22
001 2009-09-01 PETER P. MECHAK PETER P. MECHAK 2011-03-24
001 2009-09-01 PETER MECHAK PETER MECHAK 2011-03-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	LYNN WOOD	2020-04-14	LYNN WOOD	2020-04-14
001	2018-09-01	LYNN WOOD	2020-03-10
001	2017-09-01	LYNN WOOD	2019-03-13
001	2016-09-01	LYNN WOOD	2018-03-15	PETER MECHAK	2018-03-15
001	2016-09-01	PETER MECHAK	2018-03-15	PETER MECHAK	2018-03-15
001	2015-09-01	PETER P. MECHAK	2017-04-17	PETER P. MECHAK	2017-04-17
001	2014-09-01	PETER P. MECHAK	2016-02-29	PETER P. MECHAK	2016-02-29
001	2013-09-01	PETER P. MECHAK	2015-05-26	PETER P. MECHAK	2015-05-26
001	2012-09-01	PETER MECHAK		PETER MECHAK	2014-06-11
001	2011-09-01	PETER P MECHAK		PETER P MECHAK	2013-04-24
001	2010-09-01	PETER MECHAK		PETER MECHAK	2012-03-22
001	2009-09-01	PETER P. MECHAK		PETER P. MECHAK	2011-03-24
001	2009-09-01	PETER MECHAK		PETER MECHAK	2011-03-24

Plan Statistics for COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2012: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 71
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 75
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 1
Total of all active and inactive participants 2012-09-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 76
Number of participants with account balances 2012-09-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 70
Number of other retired or separated participants entitled to future benefits 2011-09-01 1
Total of all active and inactive participants 2011-09-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 71
Number of participants with account balances 2011-09-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 1
2010: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 48
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 56
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 2
Total of all active and inactive participants 2010-09-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 58
Number of participants with account balances 2010-09-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 1
2009: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 47
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 1
Total of all active and inactive participants 2009-09-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 48
Number of participants with account balances 2009-09-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 1

Measure	Date	Value
2012: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	71
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	75
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	1
Total of all active and inactive participants	2012-09-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	76
Number of participants with account balances	2012-09-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	70
Number of other retired or separated participants entitled to future benefits	2011-09-01	1
Total of all active and inactive participants	2011-09-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	71
Number of participants with account balances	2011-09-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	1
2010: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	48
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	56
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	2
Total of all active and inactive participants	2010-09-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	58
Number of participants with account balances	2010-09-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	1
2009: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	47
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	1
Total of all active and inactive participants	2009-09-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	48
Number of participants with account balances	2009-09-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	1

Financial Data on COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-08-31	$751,422
Expenses. Total of all expenses incurred	2013-08-31	$171,956
Benefits paid (including direct rollovers)	2013-08-31	$170,426
Total plan assets at end of year	2013-08-31	$4,229,042
Total plan assets at beginning of year	2013-08-31	$3,649,576
Value of fidelity bond covering the plan	2013-08-31	$1,000,000
Total contributions received or receivable from participants	2013-08-31	$205,352
Other income received	2013-08-31	$359,299
Net income (gross income less expenses)	2013-08-31	$579,466
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$4,229,042
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$3,649,576
Assets. Value of participant loans	2013-08-31	$140,431
Total contributions received or receivable from employer(s)	2013-08-31	$186,771
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$1,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-08-31	$653,492
Expenses. Total of all expenses incurred	2012-08-31	$40,333
Benefits paid (including direct rollovers)	2012-08-31	$33,716
Total plan assets at end of year	2012-08-31	$3,649,576
Total plan assets at beginning of year	2012-08-31	$3,036,417
Value of fidelity bond covering the plan	2012-08-31	$1,000,000
Total contributions received or receivable from participants	2012-08-31	$204,932
Contributions received from other sources (not participants or employers)	2012-08-31	$9,280
Other income received	2012-08-31	$267,827
Net income (gross income less expenses)	2012-08-31	$613,159
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$3,649,576
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$3,036,417
Assets. Value of participant loans	2012-08-31	$79,626
Total contributions received or receivable from employer(s)	2012-08-31	$171,453
Value of corrective distributions	2012-08-31	$5,884
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$556,297
Expenses. Total of all expenses incurred	2011-08-31	$100,266
Benefits paid (including direct rollovers)	2011-08-31	$99,560
Total plan assets at end of year	2011-08-31	$3,036,417
Total plan assets at beginning of year	2011-08-31	$2,580,386
Value of fidelity bond covering the plan	2011-08-31	$1,000,000
Total contributions received or receivable from participants	2011-08-31	$165,247
Other income received	2011-08-31	$245,730
Net income (gross income less expenses)	2011-08-31	$456,031
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$3,036,417
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$2,580,386
Assets. Value of participant loans	2011-08-31	$74,242
Total contributions received or receivable from employer(s)	2011-08-31	$145,320
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$706
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN

2012: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: COMSOURCE MANAGEMENT INC. 401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

34585-001

Policy instance

Insurance contract or identification number	34585-001
Number of Individuals Covered	76
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

34585-001

Policy instance

Insurance contract or identification number	34585-001
Number of Individuals Covered	71
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

34585-001

Policy instance

Insurance contract or identification number	34585-001
Number of Individuals Covered	58
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMSOURCE MANAGEMENT, INC.
Employer identification number (EIN):	520964409
NAIC Classification:	531310